Trusts and Estates
Learn which trust is best for which clients, the tax benefits of different estate planning strategies and how to transfer wealth responsibly, as well as estate planning techniques that benefit families with special needs
How 4 Big US Banks Stack Up With Customers
By Michael S. FischerJPMorgan, for one, is popular with millennials, Brand Finance reported.
September 25, 2017
Having Children Can Ruin Your RetirementOne obstacle is the $9,400-per-year "motherhood penalty."
September 21, 2017
How to Get Medicaid for Nursing Home Care Without Going BrokeEven well-off people can easily go broke paying for nursing home care. But it doesn't have to be thus, Medicaid expert Gabriel Heiser tells ThinkAdvisor.
September 20, 2017
Variable Annuities, Death Benefits and the Uninsurable Estate OwnerAny robot can sell an annuity. You can untangle knots.
September 14, 2017
Sanders Calls for a 65% Top Estate Tax RateThe provision, in an S. 1804 funding supplement, would affect couples with $1 billion or more in assets.
September 13, 2017
IRA Beneficiary Designation FormsSo, you think the client's will or trust governs IRA beneficiary selections? Uh oh.
September 12, 2017
Planning for the Suddenly Wealthy: Call In the SWATT TeamComing into money can be both a blessing and a curse. A team of professional advisors can help the newly wealthy avoid negative consequences.
September 07, 2017
The Basics of Establishing an Irrevocable Life Insurance TrustAn ILIT can help with spendthrift protection, and with elective share right planning for a surviving spouse.